MO icon

Altria Group
MO

Overview Fund Activity

1,739 hedge funds and large institutions have $85.1B invested in Altria Group in 2017 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 564 increasing their positions, 673 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,739
Holders Change
+182
Holders Change %
+11.69%
% of All Funds
39.5%
Holding in Top 10
66
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+26.92%
% of All Funds
1.5%
New
272
Increased
564
Reduced
673
Closed
73
Calls
$697M
Puts
$1.08B
Net Calls
-$381M
Net Calls Change
-$218M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$670M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$649M
3
SIG
Senator Investment Group
New York
+$286M
4
UIM
USS Investment Management
United Kingdom
+$270M
5
T
Thomaspartners
Massachusetts
+$203M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.23B
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$249M
3
State Street
State Street
Massachusetts
-$245M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$241M
5
APG Asset Management
APG Asset Management
Netherlands
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
1601
Perigon Wealth Management
California
$165K +$65.1K +901 +65%
SIAP
1602
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$164K – – –
SC
1603
Sawyer & Company
Massachusetts
$164K +$164K +2,295 New
KJWM
1604
Kiley Juergens Wealth Management
Washington
$163K +$163K +2,283 New
JAM
1605
Jolley Asset Management
North Carolina
$158K – – –
GWS
1606
Glassman Wealth Services
Virginia
$157K -$14.9K -209 -9%
MGIA
1607
Moneta Group Investment Advisors
Missouri
$157K +$157K +2,199 New
PCP
1608
Proficio Capital Partners
Massachusetts
$148K +$82.4K +1,156 +126%
KLWA
1609
Kelly Lawrence W & Associates
California
$147K – – –
NCM
1610
New Capital Management
Texas
$147K – – –
MWM
1611
Mascoma Wealth Management
New Hampshire
$147K +$1.32K +19 +0.9%
RP
1612
Rowlandmiller & Partners
Georgia
$142K – – –
AIM
1613
Acropolis Investment Management
Missouri
$139K +$427 +6 +0.3%
IAS
1614
INR Advisory Services
Pennsylvania
$137K +$8.9K +125 +7%
RPG
1615
Risk Paradigm Group
Texas
$136K – – –
FQ
1616
First Quadrant
California
$136K -$1.94M -27,140 -93%
AWM
1617
Avior Wealth Management
Nebraska
$134K +$2.87K +40 +2%
PWPS
1618
Pinnacle Wealth Planning Services
Ohio
$134K +$134K +1,882 New
FPS
1619
Fieldpoint Private Securities
Connecticut
$131K -$228K -3,194 -63%
VC
1620
Vestor Capital
Illinois
$131K -$25.4K -355 -16%
KA
1621
Kaizen Advisory
Illinois
$130K +$130K +1,826 New
TIM
1622
Tortoise Investment Management
New York
$128K -$5.27K -74 -4%
GFP
1623
Gryphon Financial Partners
Ohio
$128K +$128K +1,791 New
TCM
1624
Tradewinds Capital Management
Washington
$126K +$35.7K +501 +40%
PCM
1625
Poehling Capital Management
Wisconsin
$126K +$126K +1,767 New
63 64
65
66 67